Inheritance Tax

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Inheritance Tax Accountants Nottingham

Utilising their experience and vast knowledge in this area of tax, our inheritance tax accountants will assess the assets in your estate, ensuring that you are always treated as an individual.

This approach enables us to achieve outcomes that are focussed and thorough, and by taking the time to really understand your financial situation and family circumstances, we’ll land on a fit that is right for the future of your estate.

Inheritance Tax Advice

Planning is key, and once we are armed with the relevant information about you and your wealth, we’ll draw up a plan that implements your future objectives and enables you and those that you love to achieve the best possible outcome.

We are also always on hand to answer any questions and provide expert inheritance tax advice and information about reliefs and exemptions.

What is Inheritance Tax?

Inheritance Tax is paid on the estate of a person when they pass away on any possessions or property above the £325,000 threshold. Assets which can be liable to inheritance tax include money in bank accounts, properties, land, shares and investments, jewellery and vehicles.

When it comes to financial security and effectiveness, planning is imperative, and our team of inheritance tax accountants in Nottingham can help you take advantage of the available exemptions, reducing your tax liability over time.

What is Inheritance tax nil rate band?

The nil rate band (also known as NRB) is the threshold before inheritance tax is paid, each individual has their own NRB which is currently set at £325,000.

Any part of a persons estate up to the NRB limit isn’t chargeable for inheritance tax, any factor of the estate that exceeds the £325,000 limit is chargeable for inheritance tax, this is set at 40%.

By your side for the things that matter most

Rogers Spencer are Chartered Accountants located in Nottingham, specialising in inheritance tax. We’ve been working with customers since 1871 and in that time we’ve learnt a lot about individuals and their circumstances. We listen to your unique situation, the problem you require guidance with and we’ll provide expert advice to reach the desired outcome.

We are on hand with the latest information to help you manage your inheritance tax, our Nottingham inheritance tax accountants are here to help.

Contact our Inheritance Tax Accountants

If you would like to find out more regarding our Inheritance Tax services, our accountants in Nottingham are happy to help. Please feel free to contact our friendly team today to find out more.

Related services

Personal Tax Compliance

Trusts

Capital Gains Tax

Tax Planning

Speak to An Expert

Arlene Large Rogers spencer

Arlene Large

Personal Tax Manager

“‘Rogers Spencer has been supporting us for over 20 years in all aspects of our businesses, from accounting and payroll to business advice and planning. We cannot recommend their services enough and have always felt in very safe hands with their highly skilled and experienced team.”

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